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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,089 | $77,908-74.2% | $149,696-86.6% | $75,173-73.3% |
| Participation rate | 79.3% | 65.6%+13.7pp | 78.8%+0.5pp | 67.2%+12.1pp |
| Annual return | 119.36% | 31.73%+87.6pp | 134.46%-15.1pp | 160.72%-41.4pp |
| Employer contribution / active EE | $3,947 | $3,138+25.8% | $4,821-18.1% | $2,671+47.8% |
| Participant deferral / active EE | $8,483 | $3,411+148.7% | $5,682+49.3% | $4,126+105.6% |
| Admin fee / account holder | $3,724 | $5,950-37.4% | $13,212-71.8% | $5,651-34.1% |